-51.1%
FIS vs AMC
+38.0%
-89.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +7.3% | -31.0% | -24.0% |
| 7D | -18.4% | +17.7% | -36.1% | -19.3% |
| 30D | -11.4% | +26.2% | -37.5% | -12.8% |
| 3M | -32.0% | +31.3% | -63.3% | -33.5% |
| 6M | -35.6% | +142.8% | -178.4% | -41.7% |
| YTD | -53.8% | +125.6% | -179.4% | -58.1% |
| 1Y | -51.1% | +40.2% | -91.3% | -53.7% |
| All | -51.1% | +38.0% | -89.1% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling